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Case Notes

Keep important information and memos organized within each case.

Adding Notes​

  1. Open the case
  2. Navigate to the Notes tab
  3. Click Add Note
  4. Enter your note content
  5. Click Save

Note Features​

  • Rich text editing - Format your notes with headings, lists, and bold/italic text
  • Timestamps - Notes are automatically dated

Best Practices​

  • Use descriptive titles for each note
  • Keep notes focused on a single topic
  • Reference conversation IDs when noting insights from AI research
  • Update notes as the case progresses